Satin Creditcare Network Limited — Investor Meet, 03-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Satin Creditcare delivered its strongest Q1 in 8 years, with standalone PAT up 182% YoY to ₹120 crore. Consolidated AUM grew 27% to ₹15,935 crore. Asset quality improved significantly, with GNPA at 2.2% and 99.9% collection efficiency. A ₹36 crore management buffer was set, resulting in a 3.55% reported ROA. The company guides for 20-25% AUM growth in FY27, focusing on profitable, cycle-proof expansion. Non-MFI businesses are scaling rapidly, supported by a ₹100 crore promoter infusion. Management expresses confidence in disciplined growth and robust operational execution.